Circle of Wealth®
Help articles for the latest version of the Circle of Wealth® software.
Getting Started
- ★ System Overview
- Dashboard Overview
- Download the Software
- How do I update my software with the latest revision?
- Update Your Logo & Photo in the Software
- Demonstrate cash value life insurance with the PEM & Spending Game
Configuring Your Settings
How To Videos
- ★ Import Contact cow4 File
- Retirement Read or Not- adding Spouse Income after retirement
- Pop Up Options and open another screen
- Add my "Pushpin" to the Referral Center Map
- How to Turn on Contact Privacy Mode
- How to Add or Remove Favorites
FAQs
- Syncing Your Data Between Different Platforms and Computers
- Change Your Password to Software & Members' Website
- What does my Login Error Message mean?
- My Courses - Group Training Resources
- Can I still use my the Windows Legacy Circle of Wealth®?
- Will my Legacy Communication Profile clients and reports be available in the Current Version?
Import / Export
- How to Import a Contact File (cow4)
- Import /Export Overview
- Export & Import Legacy COW file into Current Version
- Import Contacts via a CSV File
- Import Legacy Custom Presentation
- Import Legacy Spending Game